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Join our live 4-part forecasting workshop: https://www.yourcfoguy.com/community --------------------------------------------------------------------------- Access 100+ accounting & finance templates: https://www.modelwiz.com --------------------------------------------------------------------------- Ever look at your forecast and wonder if you're getting the full picture? After building hundreds of forecasts for high-growth companies, I've discovered most businesses are stuck with basic sales projections or simple P&Ls - but there's so much more potential locked in your numbers. In this video, I walk through the 4 levels of forecasting, starting with basic sales dashboards (Level 1) and traditional P&Ls (Level 2). You'll see exactly how to transform these basic tools into powerful decision-making engines that give you real insights into your business. You'll learn: How to turn a basic sales dashboard into a strategic planning tool Why tracking inputs (like ad spend, sales rep quotas, and partner referrals) is a game-changer Real examples from B2B SaaS, e-commerce, and professional services The exact formulas I use to connect your business drivers to revenue Whether you're just starting out or looking to level up your forecasting game, this framework will help you build models that drive real business decisions. ⏱️ Timestamps: 00:00 What Makes a Perfect Financial Forecast? (Introduction) 00:34 Level 1 - Basic Financial Forecasting: Common Mistakes to Avoid 03:30 Level 2 - Professional P&L Forecasting: Step-by-Step Guide 07:14 Level 3 - Advanced Forecasting: Balance Sheet & Cash Flow Mastery 10:00 Level 4 - Expert-Level Forecasting: Combining Actuals with Projections 12:45 How to become better at forecasting ABOUT THIS CHANNEL Looking to level up your career in Finance & Accounting? You're in the right place. Each week I upload videos around Accounting, FP&A, and Excel to help you grow in your career and learn something new. ⚡️ Check out my channel here: / @yourcfoguy Don’t forget to subscribe! 🔎 FIND ME AT https://www.yourcfoguy.com ➡️ Subscribe to my Newsletter! https://www.yourcfoguy.com/newsletter 🔗 FOLLOW ME ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! LinkedIn: / joshaharonoff Twitter: / yourcfoguy #Excel #ExcelExpert #MasterExcel #ExcelTips #Accounting #Finance #financials #accountingprofessionals #Tutorial #yourcfoguy